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Handout Materials
Presentation Slides
Additional Materials
Flow Chart
Resolution Case Prep
IRS Pub 594
Webinar Technical FAQs
Free cpece webinars
How to Effectively Onboard Tax Prep and Tax Resolution Clients


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 18, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course is a best practice course on how to do a proper tax client intake. The process is identical for tax preparation and tax resolution clients. This course is taught using a flow chart as part of the handouts for the attendees to use in their own practices.

This class is for new tax preparers, those who work at large organizations, or anyone needing a standardized process.

Learning Objectives:

  • Recognize how to onboard any client

  • Determine how to understand a client’s situation through interviewing the client and obtaining IRS history through IRS transcripts

  • Identify ways to better serve the client, save payroll, and possibly generate additional revenue

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Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS Transcript analysis a decade ago. He launched Tax Help Software, which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices. He also consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.

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About Our Presenter

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In 2010 Roger Nemeth managed a large tax franchise in Atlanta that employed 15 Enrolled Agents. Everyday he observed the large amount of time spent requesting and waiting by a fax machine on the transcripts from the IRS. These transcripts are difficult to read, therefore even more time was spent organizing the data to find the tax issues and help the client. He attempted to buy a "Transcript Analyzer" product to reduce the amount of time it took to handle these tax issues. After hours of scouring the Internet, Roger realized that one did not exist. From that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Their users have downloaded over 90,000,000 IRS transcripts and processed over 75,000 Reports. They are constantly improving the product and open to suggestions from our users.